Other
2022 plan-year Other DOL Form 5500

Blair Academy DC Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Blair Academy · New Jersey · Educational Services

What the 2023 filing shows

Blair Academy DC Retirement Plan holds $62M for 164 participants — about $379,108 per participant, down 13.4% over the 2022 plan year.

$62M
total plan assets (2022 EOY)
164
covered participants
$379,108
avg assets per participant
-13.4%
assets change YoY

The plan reported a net loss of $10M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$62M
Participants
164
State
Industry
Educational Services

What the Filing Says About Blair Academy DC Retirement Plan

Blair Academy DC Retirement Plan is a Other retirement plan sponsored by Blair Academy, headquartered in New Jersey. As of the 2022 Form 5500 filing, the plan reports $62M in total end-of-year assets and covers 164 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 221500475, and the plan has been effective since 1948-08-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $72M at the beginning of 2022 to $62M at year-end — a decline of 13.4%. Net assets (after liabilities) closed the year at $62M, with reported net income of $-9,591,090 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$72M
Total Assets (End of Year)$62M
Net Assets (End of Year)$62M
Net Income$-9,591,090
Plan TypeOther
Employer EIN221500475
Plan Effective Date1948-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Blair Academy)

Year Plans Participants Total Assets
2022 1 164 $62M
2023 1 157 $71M
2024 1 156 $78M

Nearby Other Plans in New Jersey

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Blair Academy DC Retirement Plan?
As of the 2022 Form 5500 filing, Blair Academy DC Retirement Plan holds $62M in total assets with 164 participants. It is sponsored by Blair Academy.
What type of plan is Blair Academy DC Retirement Plan?
Blair Academy DC Retirement Plan is a Other plan. It has been effective since 1948-08-01. The plan is filed with the U.S. Department of Labor under EIN 221500475.
Who sponsors the Blair Academy DC Retirement Plan?
Blair Academy DC Retirement Plan is sponsored by Blair Academy, located in New Jersey. The sponsor's EIN is 221500475 and the plan operates in the Educational Services industry.
How did Blair Academy DC Retirement Plan perform in 2022?
Blair Academy DC Retirement Plan declined by 13.4% during 2022, moving from $72M to $62M in total assets. Net income was $-9,591,090.
Where can I find official filings for Blair Academy DC Retirement Plan?
Official Form 5500 filings for Blair Academy DC Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 221500475 or plan name at efast.dol.gov.
How does Blair Academy DC Retirement Plan compare to other plans?
You can compare Blair Academy DC Retirement Plan against other Other plans on the plan type page, or view plans in New Jersey on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 221500475.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.